ECSI Client Training
Special Reports
During this training:
• Learn ways to access special reports
• Discover the special reports available to
you
• Gain a better understanding of how to use
the reports to assist you in your job
List of available reports:
Special Reports in SAL:
• Parameters must be entered
• Some reports auto-run without entered
parameters
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11 Rehabs in Progress
12 Active/Archive Summary Totals
14 Advances Summary by Fund
16 Monthly Cash Detail Report
18 Stop Code Report
19 Special Memo Report
24 FCW Comparison Report
27 Email Address Report
Reports that can be ignored:
• 13 Agency Payments Processed as Reg.
• 17 – NSLDS Menu – Used by ECSI only
• 20 Accurint Skip Traced Accts – Use the
report on the web
Report 1 & 2:
• Advances by Alpha and SSN
• Listing of all new loans and advances by
fund
• Can be run with a specified date range
Report 3:
• Cash Transactions
• Listing of all cash transactions processed
by fund
• Can be run with a specified date range
Report 4:
• Adjustment, NSF, Refund, Payoff,
Transactions
• Listing of all of these types of transactions
by fund
• Can be run with a specified date range
• Based on the adjustment options listed
under the Adjustment Action Tab on the
Primary Window
Report 5:
• Cancellations
• Picks up only cancellations processed and
completed by fund
• Can be run with a specified date range
Report 8:
• All Transactions
• Listing of all monetary transactions
processed by fund
• Includes advances, refunds, NSF, etc in
addition to cash.
• This report also includes cancellations
• Can be run with a specified date range
Report 6:
• Deferments by Date Range
• Listing of all deferments
processed/completed by fund
• Can be run with a specified date range
Report 7:
• Active Deferments/Postponements
• Different from Report 6 because this
report focuses on Active
Def/Postponements
• Listing of all active deferments processed
by fund
• Can be run with a specified date range
• Can be run for a specified deferment or
postponement type or for all types
Report 9:
• View Monthly Reports Folder
• Each time a monthly report is ‘created’ in
SAL, it overlays the previous month-end
report.
• This report allows you to quickly view all
your previous Month End Reports
• Reports on WebX always remain
Report 10:
• Collection Agency Placements
• Listing of all the accounts assigned to a
specific collection agency or all agencies
• Will show if it is a cohort
• Report shows exactly what an agency
sees when they log into the web to pick up
accounts
• Can be run with a specified date range
Report 11:
• Rehab in Progress
• Listing of all active rehabs
• Auto-runs
Report 12:
• Active/Archive Summary Totals
• Provides a loan portfolio summary of your
active and archived loans
• Auto-runs
Report 14:
• Advances Summary by Fund
• Summary for the current month, fiscal
year and non-fiscal year
• Auto-runs
Report 15:
• Suspense Report
• Listing of accounts with money remaining
in Suspense
• Suspense – payment applied for future
installments
Report 16:
• Monthly Cash Detail Report
• Listing of monthly payments by fund
• Auto-runs
Report 18:
• Stop Code Report
• Listing of all accounts assigned with a
temporary or permanent stop code
• Important to review and clean up
• Auto-runs
Report 19:
• Special Memo Report
• Listing of accounts noted with a Special
Memo
• Special Memos are added through the
Collection Tab on the Primary Window
• Auto-runs
Report 21:
• Monthly Cash Totals
• Listing of the cash collected by fund and
month for a specified fiscal year
• Shows overall totals
• Must enter start fiscal year
Report 22:
• Collection Agency Report by Date Range
• Listing of accounts assigned to your
Collection Agencies
• Shows collector code, placement number
and turnover date
Report 23:
• Primary Care Compliance Report
• Listing of borrowers listed as compliant
with their Primary Care Loans
Report 24:
• FCW Comparison Report
• Listing of possible discrepancies
associated with Collection Agency Fees
• Shows discrepancies between school’s
payments vs. collection agency payments
• Auto-runs
Report 25:
• Repayment Begins Report by Date Range
• Listing of accts. that have a status code of
3
Report 26:
• Consolidated Payments for Current Month
• Listing of accounts that have had
consolidated payments processed on
them
• Check number should be entered in as a
consolidation to show on report
Report 27:
• Email Address Report
• Listing of the SSN, ID#, Name and Email
for every account at your school
• Auto-runs
Report 28:
• All Transactions
• Listing of all monetary transactions
processed by fund
• Can be run with a specified date range
• Same as Report 8, but it DOES NOT
INCLUDE CANCELLATIONS
Questions?
Client
Support
[email protected]
1-800-437-6931